JPM icon

JPMorgan Chase

4,700 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,007 increasing their positions, 1,990 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,007 | Existing positions reduced: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,700
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.99B
Puts
$11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
REMPR
2101
Roof Eidam Maycock Peralta (REMP)
California
$4.34M
M1FG
2102
Mach-1 Financial Group
Arkansas
$4.33M
MPW
2103
MASECO Private Wealth
$4.33M
C
2104
Certuity
Florida
$4.32M
FIM
2105
FWL Investment Management
Texas
$4.32M
LWM
2106
Lodestone Wealth Management
Washington
$4.31M
LCGC
2107
Legacy Capital Group California
California
$4.31M
BCM
2108
Brasada Capital Management
Texas
$4.3M
EW
2109
Elyxium Wealth
California
$4.3M
GP
2110
Greenline Partners
New York
$4.3M
GAM
2111
Grandview Asset Management
Pennsylvania
$4.29M
AIA
2112
Affinity Investment Advisors
California
$4.29M
MWP
2113
Meriwether Wealth & Planning
Louisiana
$4.29M
EWM
2114
Elevatus Welath Management
New York
$4.28M
BCFD
2115
Boit C.F. David
$4.28M
AGWCA
2116
Annis Gardner Whiting Capital Advisors
Florida
$4.28M
WC
2117
Weil Company
California
$4.28M
CP
2118
Canopy Partners
Ohio
$4.27M
FCFC
2119
First Commonwealth Financial Corp
Pennsylvania
$4.27M
IIA
2120
Integral Investment Advisors
California
$4.27M
SWA
2121
SFMG Wealth Advisors
Texas
$4.27M
DA
2122
Drake & Associates
Wisconsin
$4.25M
BCI
2123
Blue Capital Inc
Nebraska
$4.25M
PFSC
2124
Peoples Financial Services Corp
Pennsylvania
$4.25M
BTD
2125
BankPlus Trust Department
Mississippi
$4.24M